Phathom Pharmaceuticals, Inc.
PHAT- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001783183
No open-market purchases or sales by Phathom Pharmaceuticals, Inc. insiders were filed in the last 90 days; 161 institutions reported holding it in 13F filings for Q2 2026, worth $782.1M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Phathom Pharmaceuticals, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 137
- −6 vs. Q4 2024
- Shares held
- 64.0M
- −2.51M (−3.8%) vs. Q4 2024
- Total value
- $401.4M
- −$138.6M (−25.7%) vs. Q4 2024
- New holders
- 25
- 47 more added
- Sold out
- 31
- 36 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 161 | $782.1M |
| Q1 2026 | 174 | $765.5M |
| Q4 2025 | 173 | $1.03B |
| Q3 2025 | 133 | $733.6M |
| Q2 2025 | 117 | $550.5M |
| Q1 2025 | 137 | $401.4M |
| Q4 2024 | 144 | $541.2M |
| Q3 2024 | 133 | $1.31B |
| Q2 2024 | 114 | $598.6M |
| Q1 2024 | 114 | $588.2M |
| Q4 2023 | 117 | $503.3M |
| Q3 2023 | 110 | $452.7M |
| Q2 2023 | 103 | $612.6M |
| Q1 2023 | 84 | $219.7M |
| Q4 2022 | 87 | $316.6M |
| Q3 2022 | 94 | $334.3M |
| Q2 2022 | 94 | $230.0M |
| Q1 2022 | 82 | $349.1M |
| Q4 2021 | 83 | $562.0M |
| Q3 2021 | 84 | $819.8M |
| Q2 2021 | 79 | $843.6M |
| Q1 2021 | 84 | $919.2M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $13 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $101 | 0.00% | +16 | New |
| ZRC Wealth Management, LLC | 20 | $126 | 0.00% | 00.0% | Unchanged |
| Amundi | 42 | $210 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 34 | $213 | 0.00% | +34 | New |
| Rothschild Investment LLC | 35 | $219 | 0.00% | +25+250.0% | Added |
| EverSource Wealth Advisors, LLC | 37 | $232 | 0.00% | +16+76.2% | Added |
| SBI Securities Co., Ltd. | 50 | $314 | 0.00% | +50 | New |
| Quadrant Capital Group LLC | 84 | $527 | 0.00% | +84 | New |
| Parkside Financial Bank & Trust | 85 | $533 | 0.00% | +85 | New |
| Coldstream Capital Management Inc | 109 | $684 | 0.00% | +109 | New |
| Caitong International Asset Management Co., Ltd | 113 | $709 | 0.00% | −66−36.9% | Reduced |
| Versant Capital Management, Inc | 197 | $1.24K | 0.00% | +197 | New |
| Lindbrook Capital, LLC | 254 | $1.59K | 0.00% | +99+63.9% | Added |
| Nisa Investment Advisors, LLC | 268 | $1.68K | 0.00% | +249+1,310.5% | Added |
| The PNC Financial Services Group, Inc. | 310 | $1.94K | 0.00% | +37+13.6% | Added |
| Daiwa Securities Group Inc. | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 329 | $2.06K | 0.00% | +329 | New |
| Signaturefd, LLC | 463 | $2.90K | 0.00% | +463 | New |
| Farther Finance Advisors, LLC | 683 | $3.50K | 0.00% | +666+3,917.6% | Added |
| Sterling Capital Management LLC | 562 | $3.52K | 0.00% | −305−35.2% | Reduced |
| Larson Financial Group LLC | 647 | $4.06K | 0.00% | −150−18.8% | Reduced |
| Bear Mountain Capital, Inc. | 1,000 | $4.36K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 727 | $4.56K | 0.00% | +219+43.1% | Added |
| Public Employees Retirement Association of Colorado | 840 | $5.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,354 | $8.00K | 0.00% | +264+24.2% | Added |
| Huntington National Bank | 1,386 | $8.69K | 0.00% | −111−7.4% | Reduced |
| Quest Partners LLC | 1,446 | $9.07K | 0.00% | +112+8.4% | Added |
| GF Fund Management Co. Ltd. | 1,751 | $11.0K | 0.00% | +315+21.9% | Added |
| Group One Trading, L.P. | 2,404 | $15.1K | 0.00% | +2,404 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,288 | $15.1K | 0.00% | +9+0.4% | Added |
| Great West Life Assurance Co | 2,839 | $18.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,950 | $18.5K | 0.00% | −36,582−92.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,095 | $19.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,456 | $21.7K | 0.00% | +3,456 | New |
| Tower Research Capital LLC (TRC) | 3,608 | $22.6K | 0.00% | −806−18.3% | Reduced |
| CWM, LLC | 7,384 | $46.0K | 0.00% | +7,349+20,997.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,251 | $51.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,100 | $57.1K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,000 | $62.7K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,122 | $63.5K | 0.00% | −943−8.5% | Reduced |
| Royal Bank of Canada | 10,182 | $64.0K | 0.00% | −1,405−12.1% | Reduced |
| Atom Investors LP | 10,394 | $65.2K | 0.01% | +10,394 | New |
| Arizona State Retirement System | 10,768 | $67.5K | 0.00% | −132−1.2% | Reduced |
| New York State Common Retirement Fund | 10,770 | $67.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,905 | $68.4K | 0.00% | +10,905 | New |
| Voya Investment Management LLC | 11,070 | $69.4K | 0.00% | −619−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 11,250 | $70.5K | 0.00% | +7,958+241.7% | Added |
| Susquehanna Fundamental Investments, LLC | 11,473 | $71.9K | 0.00% | +11,473 | New |
| ProShare Advisors LLC | 11,714 | $73.4K | 0.00% | −2,575−18.0% | Reduced |
| Allworth Financial LP | 20,478 | $84.4K | 0.00% | +30+0.1% | Added |
| China Universal Asset Management Co., Ltd. | 13,715 | $86.0K | 0.01% | −784−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 14,462 | $90.7K | 0.00% | +472+3.4% | Added |
| Kestra Private Wealth Services, LLC | 15,500 | $97.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,710 | $98.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,398 | $109.1K | 0.00% | +17,398 | New |
| Corton Capital Inc. | 18,384 | $115.3K | 0.38% | +18,384 | New |
| Corebridge Financial, Inc. | 19,532 | $122.5K | 0.00% | +24+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 19,864 | $124.5K | 0.02% | −100−0.5% | Reduced |
| Intech Investment Management LLC | 21,484 | $134.7K | 0.00% | +4,060+23.3% | Added |
| Simplex Trading, LLC | 22,474 | $140.0K | 0.00% | +17,079+316.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,163 | $145.2K | 0.00% | +1,014+4.6% | Added |
| US Bancorp | 23,763 | $149.0K | 0.00% | +16,937+248.1% | Added |
| MetLife Investment Management | 24,366 | $152.8K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 25,512 | $160.0K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 26,307 | $164.9K | 0.08% | +26,307 | New |
| Engineers Gate Manager LP | 26,623 | $166.9K | 0.00% | −5,877−18.1% | Reduced |
| Price T Rowe Associates Inc | 27,013 | $170.0K | 0.00% | +1,372+5.4% | Added |
| Deutsche Bank AG | 27,172 | $170.4K | 0.00% | −3,041−10.1% | Reduced |
| Wells Fargo & Company | 28,425 | $178.2K | 0.00% | +2,909+11.4% | Added |
| Nebula Research & Development LLC | 28,821 | $180.7K | 0.02% | +7,858+37.5% | Added |
| Occidental Asset Management, LLC | 29,672 | $186.0K | 0.03% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 29,849 | $187.2K | 0.06% | +3,000+11.2% | Added |
| Summit Financial Wealth Advisors, LLC | 31,143 | $195.3K | 0.04% | −36,982−54.3% | Reduced |
| HRT Financial LP | 33,297 | $208.0K | 0.00% | +33,297 | New |
| California State Teachers Retirement System | 35,262 | $221.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 36,438 | $228.7K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 41,566 | $260.6K | 0.00% | −44−0.1% | Reduced |
| Russell Investments Group, Ltd. | 41,799 | $262.1K | 0.00% | +41,799 | New |
| ADAR1 Capital Management, LLC | 42,800 | $268.4K | 0.05% | −12,600−22.7% | Reduced |
| Virtus Investment Advisers, Inc. | 44,964 | $281.9K | 0.08% | +44,964 | New |
| Alliancebernstein L.P. | 45,590 | $285.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 45,831 | $287.4K | 0.00% | +45,831 | New |
| Commonwealth Equity Services, LLC | 52,431 | $329.0K | 0.00% | +1,659+3.3% | Added |
| Barclays PLC | 54,902 | $344.2K | 0.00% | −21,561−28.2% | Reduced |
| Rhumbline Advisers | 56,739 | $355.7K | 0.00% | +771+1.4% | Added |
| Creative Planning | 59,937 | $375.8K | 0.00% | +36,694+157.9% | Added |
| Los Angeles Capital Management LLC | 60,056 | $376.6K | 0.00% | +38,986+185.0% | Added |
| Penn Mutual Asset Management, LLC | 62,802 | $393.8K | 0.76% | 00.0% | Unchanged |
| Swiss National Bank | 73,300 | $459.6K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 79,311 | $497.0K | 0.01% | +79,311 | New |
| XTX Topco Ltd | 90,191 | $565.5K | 0.03% | +90,191 | New |
| Two Sigma Investments, LP | 97,327 | $610.2K | 0.00% | −388,463−80.0% | Reduced |
| UBS Asset Management Americas Inc | 99,744 | $625.4K | 0.00% | −18,059−15.3% | Reduced |
| State of Wisconsin Investment Board | 99,776 | $625.6K | 0.00% | −32,493−24.6% | Reduced |
| Nuveen, LLC | 101,520 | $636.5K | 0.00% | +101,520 | New |
| AQR Capital Management LLC | 107,399 | $673.4K | 0.00% | +89,741+508.2% | Added |
| Bank of New York Mellon Corp | 114,535 | $718.1K | 0.00% | +11,787+11.5% | Added |
| JPMorgan Chase & Co | 137,393 | $861.5K | 0.00% | +486+0.4% | Added |